LAM
Lountzis Asset Management’s Essential Utilities WTRG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-4,191
| Closed | -$214K | – | 33 |
|
|
2022
Q1 | $214K | Hold |
4,191
| – | – | 0.12% | 31 |
|
|
2021
Q4 | $225K | Hold |
4,191
| – | – | 0.13% | 30 |
|
|
2021
Q3 | $193K | Hold |
4,191
| – | – | 0.12% | 32 |
|
|
2021
Q2 | $191K | Hold |
4,191
| – | – | 0.12% | 33 |
|
|
2021
Q1 | $188K | Hold |
4,191
| – | – | 0.12% | 36 |
|
|
2020
Q4 | $198K | Hold |
4,191
| – | – | 0.15% | 31 |
|
|
2020
Q3 | $169K | Hold |
4,191
| – | – | 0.15% | 32 |
|
|
2020
Q2 | $177K | Buy |
+4,191
| New | +$177K | 0.17% | 29 |
|